Skip to content
Screener

Evercore EVR Investments - Amortized Cost Basis

Investments - Amortized Cost Basis at other companies

JPMorgan Chase logo
JPMorgan ChaseJPM
$8.19B+98.8%
Stifel Financial logo
Stifel FinancialSF
$1.64B-1.9%
Jefferies Financial Group logo
Jefferies Financial GroupJEF

Other financials

Income statement

See full
Revenue$990.2M+18.8%
Net income$95.3M-2.0%
EPS (diluted)$2.32-1.7%

Balance sheet

See full
Cash & equivalents$1.3B+102%
Total debt$1.1B+29.6%
Total equity$1.9B+12.3%
Total assets$4.7B+27.4%

Cash flow

See full
Operating cash flow$525.5M+20.1%
CapEx$10.7M-58.8%
Free cash flow$514.8M+25.0%

Valuation

See full
Market cap$11.93B+3.0%
Enterprise value$11.76B-0.4%
P/E16×-9.0×
P/S2.5×-1.0×

Profitability

See full
Net margin15.8%+1.5pp
FCF margin34.5%+11.6pp

Returns & leverage

See full
Return on equity42.4%+13.3pp
Debt / equity0.6×+0.1×
Current ratio2.5×-0.3×

Where this comes from

Reported directly by Evercore in its filing.

Tagged under the XBRL concept us-gaap:EquitySecuritiesWithoutReadilyDeterminableFairValueAmount.

The source filing: Evercore’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:07 PM EDT
Fiscal quarter
Q4 FY2026
Calendar quarter
Q4 2026
Accession
0001628280-26-053320

In certain instances, the Company makes investments in private companies in exchange for equity securities and warrants, or receives equity securities in private companies in exchange for advisory services. These investments, which had a balance of $1,662 and $1,673 as of June 30, 2026 and December 31, 2025, respectively, are accounted for at their cost minus impairment, if any, plus or minus amounts resulting from observable price changes.

Item 1. Financial Statements

FAQ

What is Evercore's investments - amortized cost basis?
Evercore (EVR) reported investments - amortized cost basis of $1.66M in Q2 2026.
How has Evercore's investments - amortized cost basis changed year-over-year?
Evercore's investments - amortized cost basis decreased by 1.4% year-over-year, from $1.69M to $1.66M.
What is the long-term trend for Evercore's investments - amortized cost basis?
Over 5 years (2020 to 2025), Evercore's investments - amortized cost basis has grown at a 19.6% compound annual growth rate (CAGR), from $683K to $1.67M.
What does investments - amortized cost basis mean?
The aggregate amortized cost basis of the investment portfolio.

Ask your AI about Evercore's investments - amortized cost basis.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude